WEALTH SENIOR MANAGER - HEAD OF PRIVATE WEALTH

Report to: Managing Director

Department: Private Wealth

Key Responsibilities:

Performance 

• Manage and be accountable for the whole Wealth Management business's P&L
• Understand and utilize performance metrics and trends to align processes, people and set goals to meet high- net worth clients’ needs and expectations
• Ensure execution, long-term growth and profitability for high- net worth clients
• Find new clients, profitable expansion of the Private Wealth Advisor portfolio.

Operations 

• Ensure routine and operations are being executed according to time, quality, and regulatory standards.

Personnel

• Oversee the recruitment, development, and transition of employees to ensure a high-performing and strategically aligned workforce.

Budget Management 

• Prepare the annual budget for review and approval by executive team, and deliver against those.

Job Requirements:

• Degree in finance, economics, management, or related field
• Position requires 8+ year’s financial services operations experience with proven experience in sales management and leadership experience with deep knowledge of high net worth markets. At least 5 years of experience in Bonds
• Strong knowledge of and experience of supporting managed accounts
• Preferred candidate from bank, securities, or fund management firm
• Detailed understanding of capital markets. Expertise in the financial services industry particularly in Vietnam local market
• Proven track record in effective sales management, investment and effective recruitment, selection, and continuous employee development
• Sound operational and risk management knowledge
• Excellent financial acumen and strong analytical abilities
• Result-oriented, proactive and creative
• Proficient in Microsoft Office
• Excellent communication skills in both English and Vietnamese
• Excellent written and verbal communication skills.

Benefits:

• Working time: 5 days/week (Monday to Friday)
• Opportunity for promotion and career development
• Competitive Income
• Commission Policy
• Compulsory Insurances full salary (Social Insurance, Health Insurance, Unemployment Insurance) based on the Labor Code and PVI premium health Insurance based on the Company's regulations
• 11 Public holidays based on the Labor Code, 15-20 Annual leave days based on the Company's regulation, 5-year-employee has 1 more annual leave day
• Company Team Building Trip every year
• Participate in other Company activities: Sports, Family Day, Children's Day
• Training sponsorship programs: Securities certificates, Soft skills, Technical skills
• Professional and dynamic working environment.

Work Place:

• Vietcap Securities Joint Stock Company
• Floor 16, Doji Building, 81-83B-85 Ham Nghi Street, District 1, HCMC
• Email: job@vietcap.com.vn

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